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692 hedge funds and large institutions have $18.2B invested in AES in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 239 increasing their positions, 225 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $29.1M

118% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 61

28% more capital invested

Capital invested by funds: $14.3B → $18.2B (+$3.97B)

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more funds holding

Funds holding: 632692 (+60)

6% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 225

0.18% less ownership

Funds ownership: 95.57%95.39% (-0.18%)

Holders
692
Holders Change
+60
Holders Change %
+9.49%
% of All Funds
11.12%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
133
Increased
239
Reduced
225
Closed
61
Calls
$66.3M
Puts
$29.1M
Net Calls
+$37.1M
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Cigna Investments
Connecticut
$232K +$218K +8,078 New
MMA
502
Miracle Mile Advisors
California
$231K +$217K +8,038 New
Lido Advisors
503
Lido Advisors
California
$231K +$216K +8,025 New
GBT
504
Grove Bank & Trust
Florida
$230K +$216K +8,000 New
AIP
505
Ameritas Investment Partners
Nebraska
$228K
HNB
506
Huntington National Bank
Ohio
$225K +$350 +13 +0.2%
SAM
507
Smithbridge Asset Management
Pennsylvania
$222K +$208K +7,730 New
HIMC
508
Heritage Investors Management Corp
Maryland
$221K -$37.4K -1,386 -15%
HAIM
509
Hunter Associates Investment Management
Pennsylvania
$218K +$204K +7,576 New
SCA
510
Snowden Capital Advisors
New York
$217K +$204K +7,560 New
BL
511
Balentine LLC
Georgia
$215K +$202K +7,478 New
FMAEN1
512
Fund Management at Engine No 1
California
$212K +$198K +7,356 New
IAIM
513
International Assets Investment Management
Florida
$210K +$197K +7,297 New
Vontobel Holding
514
Vontobel Holding
Switzerland
$210K -$621K -23,044 -76%
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$206K +$16.8K +622 +10%
BP
516
Ballentine Partners
Massachusetts
$205K +$192K +7,124 New
FW
517
FirstPurpose Wealth
Utah
$205K +$192K +7,122 New
QPWM
518
Quadrant Private Wealth Management
Pennsylvania
$204K +$191K +7,100 New
UH
519
Unigestion Holding
Switzerland
$203K +$190K +7,055 New
PFM
520
Patton Fund Management
Texas
$203K +$190K +7,044 New
HIIFS
521
Harel Insurance Investments & Financial Services
Israel
$203K +$191K +7,079 New
CA
522
Cetera Advisors
Colorado
$203K +$190K +7,043 New
SOAMC
523
Spirit of America Management Corp
New York
$201K +$80.9K +3,000 +75%
JIC
524
Joel Isaacson & Co
New York
$201K +$189K +7,000 New
OPS
525
Orion Portfolio Solutions
Nebraska
$201K +$188K +6,985 New

AES Hedge Fund Activity: Q4 2022 in Review

692 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q4 2022, worth a combined $18.2B — up 28% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AES positions and 61 closed out — a net gain of 72 holders — while 239 added to existing stakes and 225 trimmed.

The largest buyer was Ameriprise, adding an estimated $59.7M. The largest seller was Fidelity Investments, cutting an estimated $61M.

  • 692 institutional investors held AES (AES) as of Q4 2022, up from 632 in Q3 2022.
  • Funds reported $18.2B of AES stock for Q4 2022, up 28% quarter-over-quarter.
  • 133 funds opened new AES positions in Q4 2022 and 61 closed out, a net change of +72 holders.
  • The largest AES buyer in Q4 2022 was Ameriprise, an estimated $59.7M added.
  • The largest AES seller in Q4 2022 was Fidelity Investments, an estimated $61M sold.

Based on aggregated 13F filings for Q4 2022.